GTM Operations & Strategy Director

Jobright.ai; New York (NY); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Equity grant

Hybrid work

Healthcare benefits

401(k) match

Parental leave

L&D programs

Lunch reimbursement

Job summary

Pontera is a fintech company on a mission to help people retire better. They seek a strategic and data‑driven GTM Operations & Strategy Director to partner with cross‑functional teams to design, optimize, and execute the go‑to‑market engine, aligning efforts to hit revenue targets.

The role focuses on building metrics, analyzing funnel and unit economics, driving GTM productivity, and shaping segmentation and forecasting processes in a fast‑growing SaaS business.

Qualifications

• 8–10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus.
• Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.).
• Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.).
• Proven ability to drive cross-functional alignment in a fast-paced environment.
• Exceptional communication skills, both written and verbal.
• Strategic thinker who's also comfortable rolling up their sleeves to execute.
• Experience in SaaS or high-growth tech companies.
• High level of financial modeling and forecasting.

Responsibilities

• Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale.
• Review, analyze and challenge data collected regarding the GTM operations; raise and explore hypotheses to optimize GTM productivity.
• Work closely with the data team to provide insights to GTM leaders.
• Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation.
• Identify gaps in data collected and processes used by GTM; collaborate with Pre-Sale and Post-Sale Revenue Operations to drive changes.
• Identify gaps in Pontera’s product that impact GTM productivity; work with Product to remove gaps.
• Build business cases for new growth initiatives and GTM experiments.
• Translate high-level company strategy into actionable, measurable GTM plans.

Skills

GTM strategy

Revenue operations

Financial modeling

Excel/Sheets

Salesforce CRM

BI tools

Cross-functional alignment

SaaS experience

Wealth management familiarity

Communication skills

Strategic thinking

Tools

Looker

Tableau

Salesforce CRM

Marketo

Gong

Job description

Pontera is a fintech company on a mission to help people retire better. They are seeking a strategic and data-driven GTM Operations & Strategy Director to partner with various teams to design, optimize, and execute their go-to-market engine, ensuring alignment and productivity to meet revenue targets.

Finance FinTech Telecom & Communications Software Crowdsourcing Financial Services Internet Personal Finance

Responsibilities

Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale

Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity

Work closely with the data team to provide insights to GTM leaders

Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation

Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes

Identify gaps in Pontera’s product that impact GTM productivity, and work with the Product organization to drive removal of such gaps

Build business cases for new growth initiatives and GTM experiments

Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities

In collaboration with other Revenue Operations members, drive programs to improve lead conversion, pipeline velocity, and retention

Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process

Lead the GTM forecast process, in collaboration with Revenue Operations Pre-Sale and Post-Sale team members

Work closely with GTM leadership, Revenue Operations team members and finance to design quotas and incentive plans to meet GTM goals

Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy

Translate high-level company strategy into actionable, measurable GTM plans

Qualification

GTM strategy Revenue operations Financial modeling Excel/Sheets Salesforce CRM BI tools Cross-functional alignment SaaS experience Wealth management familiarity Communication skills Strategic thinking

Required

8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus

Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.)

Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)

Proven ability to drive cross-functional alignment in a fast-paced environment

Exceptional communication skills, both written and verbal

Strategic thinker who's also comfortable rolling up their sleeves to execute

Experience in SaaS or high-growth tech companies

High level of financial modeling and forecasting

Preferred

Familiarity with the wealth management industry - a plus

Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry

Team Culture: A collegial, collaborative, fun work environment with frequent team events

Equity: All new hires are eligible for equity grant participation

Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options

Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor

Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy

Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)

Food Perks: Fully stocked kitchen & lunch reimbursement program

Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Company

Pontera

Retirement account management software for financial advisors.

ICONIQ Growth Lightspeed Venture Partners The Founders Kitchen

GTM strategy revenue operations financial modeling Excel/Sheets Salesforce CRM